Schwab Strategic Tr cmn shares owned by BKD Wealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by BKD Wealth Advisors
from 13F filings
Historical chart of BKD Wealth Advisors investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by BKD Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $259k | 7.4k | 34.81 |
| 2025-03-31 | $209k | 7.9k | 26.58 |
| 2024-09-30 | $427k | 5.3k | 80.37 |
| 2024-06-30 | $837k | 11k | 74.08 |
| 2024-03-31 | $858k | 11k | 75.98 |
| 2023-12-31 | $792k | 11k | 70.10 |
| 2023-09-30 | $744k | 12k | 64.46 |
| 2023-06-30 | $311k | 4.6k | 67.09 |
| 2022-12-31 | $269k | 4.1k | 66.02 |
| 2018-03-31 | $504k | 9.5k | 52.80 |
| 2017-12-31 | $522k | 9.5k | 54.69 |